Compare · 2 funds side by side · dividends reinvested

GOLY and IAU

GOLYStrategy Shares×IAUiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$22,317IAU · best of the two

02 / 04

GOLY and IAU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Gold TrustCommodities · Gold0.25%0.00%−5.9%+1.1%+26.4%+17.4%−28.2%28.9%$59.9B1.1

Strategy Shares Gold Enhanced Yield ETFCommodities · Gold0.90%8.86%−28.3%−23.6%+14.8%+4.5%−41.1%34.7%$67M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: GOLY 2021 · IAU 2005

Head to Head

Swap sides Versus in desk

Head to Head

Strategy Shares Gold Enhanced Yield ETF · $67M$12,460

GOLY

IAU

iShares Gold Trust · $59.9B$22,317

$10,000 five years ago, dividends reinvested

GOLYMeasureIAU

−28.3%Year to dateJan 1 → Nov 4−5.9%

−23.6%1 yearTotal return+1.1%

+14.8%3 years · per year$10,000 became $15,139 · $20,209+26.4%

+4.5%5 years · per year$10,000 became $12,460 · $22,317+17.4%

0.90%Expense ratio$90 · $25 a year on $10k · lower is better0.25%

8.86%Trailing 12-mo yield$886 · $0 a year on $10k0.00%

−41.1%Worst dropSmaller is better−28.2%

34.7%VolatilityLower is calmer28.9%

GOLYIAU Winner of the row, in its colourEach row: the bigger of the two fills its side

1–7IAU wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

GOLY vs IAU: Top 5 Holdings

Today

GOLY

84.4%in top 5

IAU

in top 5[…]

GOLYStockIAU

20.9%LQDnot top 5

20.4%SPIBnot top 5

19.6%USIGnot top 5

19.5%IGIBnot top 5

4.1%VCITnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

GOLY vs IAU Returns, Every Period

Strategy SharesGOLY

+4.5%

5 years, per year

IAUiShares

+17.4%

5 years, per year

GOLYIAUFaded: behind in that period

0–4IAU wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

GOLY vs IAU

YTD

Strategy SharesGOLY

−28.3%

IAUiShares

−5.9%

−28.3%Year to date−5.9%

−41.1%Worst drop · 1Y−28.2%

34.7%Volatility · 1Y28.9%

8.9%Yield0.0%

$67.0MAssets$59.9B

3–1IAU wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GOLY, IAU

Today

0.25%lowest, IAU

FundExpense ratioFee$10k

IAU0.25%$25

GOLY0.90%$90

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: GOLY, IAU

8.86%highest, GOLY

FundTrailing yieldYield$10k

GOLY8.86%$886

IAU0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$796most kept, GOLY

GOLY$886 − $90 = $796

IAU$0 − $25 = −$25

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: GOLY, IAU

Today

[…]holdings […]

GOLYIAU

GOLY—[…]

IAU[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+1.1%IAU, at 28.9% volatility

IAUWorst drop−28.2%28.9% vol

GOLYWorst drop−41.1%34.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

GOLYIAU

−28.3%Year to date−5.9%

8.9%Yield0.0%

−23.6%Past year+1.1%

0.90%Fee0.25%

3–1IAU wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

GLDM vs GLD

YTD

SPDRGLDM

−5.8%

GLDSPDR

−6.0%

−5.8%Year to date−6.0%

0.10% · $10Fee · on $10k a year0.40% · $40

$29.7BAssets$131B

2–0GLDM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026